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UnitedHealth

3,018 hedge funds and large institutions have $203B invested in UnitedHealth in 2026 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 1,189 increasing their positions, 1,390 reducing their positions, and 399 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $15.6B | Put options by funds: $14.8B

0.6% less ownership

Funds ownership: 83%82.4% (-0.6%)

8% less funds holding

Funds holding: 3,2953,018 (-277)

14% less repeat investments, than reductions

Existing positions increased: 1,189 | Existing positions reduced: 1,390

18% less capital invested

Capital invested by funds: $248B → $203B (-$45.4B)

36% less funds holding in top 10

Funds holding in top 10: 7850 (-28)

53% less first-time investments, than exits

New positions opened: 188 | Existing positions closed: 399

Holders
3,018
Holders Change
-277
Holders Change %
-8.41%
% of All Funds
37.14%
Holding in Top 10
50
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-35.9%
% of All Funds
0.62%
New
188
Increased
1,189
Reduced
1,390
Closed
399
Calls
$15.6B
Puts
$14.8B
Net Calls
+$770M
Net Calls Change
-$2.56B
Name Holding Trade Value Shares
Change
Change in
Stake
WSWA
1876
Warren Street Wealth Advisors
California
$613K -$52.4K -176 -7%
SIG
1877
Spinnaker Investment Group
California
$613K -$28.9K -97 -4%
WC
1878
Waterloo Capital
Texas
$613K +$40.2K +135 +6%
TBA
1879
Tower Bridge Advisors
Pennsylvania
$613K +$6.55K +22 +1%
BWA
1880
Basecamp Wealth Advisors
Washington
$612K +$30.1K +101 +5%
AWM
1881
Arista Wealth Management
Nevada
$612K +$315K +1,057 +88%
SIM
1882
Sims Investment Management
Ohio
$612K +$17.9K +60 +3%
WI
1883
Wealth Intelligence
Georgia
$612K +$673K +2,260 New
FFA
1884
Florida Financial Advisors
Florida
$611K +$121K +407 +22%
LW
1885
Lauer Wealth
Indiana
$610K +$52.7K +177 +10%
CPA
1886
Cardiff Park Advisors
California
$608K -$2.68K -9 -0.4%
EA
1887
Everpar Advisors
Oklahoma
$607K +$136K +456 +26%
NS
1888
Northland Securities
Minnesota
$606K -$90.2K -303 -12%
SWA
1889
SFMG Wealth Advisors
Texas
$606K +$35.7K +120 +6%
HG
1890
Harbor Group
New Hampshire
$606K +$5.06K +17 +0.8%
KCPG
1891
Kavar Capital Partners Group
Kansas
$605K -$2.38K -8 -0.4%
PWM
1892
Paulson Wealth Management
Illinois
$604K +$67.9K +228 +11%
SB
1893
Strategic Blueprint
Georgia
$604K -$143K -481 -18%
JGIA
1894
Jackson Grant Investment Advisers
Connecticut
$604K -$31.6K -106 -5%
RB
1895
Renasant Bank
Mississippi
$602K +$119K +401 +22%
LIA
1896
LBMC Investment Advisors
Tennessee
$601K +$323K +1,083 +95%
DCM
1897
Dorato Capital Management
Colorado
$601K
WP
1898
WealthPLAN Partners
Nebraska
$600K +$309K +1,038 +88%
WCP
1899
Wealthcare Capital Partners
Pennsylvania
$599K -$19.7K -66 -3%
CWM
1900
CCG Wealth Management
California
$599K +$345K +1,157 +109%

UNH Hedge Fund Activity: Q1 2026 in Review

3,018 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q1 2026, worth a combined $203B — down 18% from $248B a quarter earlier.

Sellers outnumbered buyers: 399 funds closed out of UNH and 188 opened new positions — a net loss of 211 holders — while 1,390 trimmed existing stakes and 1,189 added.

The largest buyer was Charles Schwab, adding an estimated $3.69B. The largest seller was Capital International Investors, cutting an estimated $2.87B.

  • 3,018 institutional investors held UnitedHealth (UNH) as of Q1 2026, down from 3,295 in Q4 2025.
  • Funds reported $203B of UnitedHealth stock for Q1 2026, down 18% quarter-over-quarter.
  • 188 funds opened new UnitedHealth positions in Q1 2026 and 399 closed out, a net change of -211 holders.
  • The largest UnitedHealth buyer in Q1 2026 was Charles Schwab, an estimated $3.69B added.
  • The largest UnitedHealth seller in Q1 2026 was Capital International Investors, an estimated $2.87B sold.

Based on aggregated 13F filings for Q1 2026.